{"id":3036,"date":"2018-05-15T16:28:12","date_gmt":"2018-05-15T16:28:12","guid":{"rendered":"https:\/\/www.teamwia.com\/site\/?page_id=3036"},"modified":"2019-03-20T18:59:27","modified_gmt":"2019-03-20T18:59:27","slug":"retirement-plan-sponsors","status":"publish","type":"page","link":"https:\/\/www.teamwia.com\/site\/who-we-serve\/retirement-plan-sponsors\/","title":{"rendered":"Retirement Plan Sponsors"},"content":{"rendered":"<p>[et_pb_section bb_built=&#8221;1&#8243; specialty=&#8221;off&#8221; background_color=&#8221;#ffffff&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; background_image=&#8221;https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_WHOWESERVE_1A_RETIREMENT.jpg&#8221; disabled=&#8221;off&#8221; disabled_on=&#8221;off|off|&#8221; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; next_background_color=&#8221;#ffffff&#8221; _builder_version=&#8221;3.2.2&#8243;][et_pb_row background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_divider admin_label=&#8221;Divider &#8211; FOR IMAGE&#8221; global_module=&#8221;619&#8243; color=&#8221;#ffffff&#8221; show_divider=&#8221;off&#8221; divider_style=&#8221;solid&#8221; divider_position=&#8221;top&#8221; hide_on_mobile=&#8221;on&#8221; height=&#8221;350px&#8221; saved_tabs=&#8221;all&#8221; disabled_on=&#8221;||on&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; \/][et_pb_divider admin_label=&#8221;Divider &#8211; FOR IMAGE MOBILE&#8221; global_module=&#8221;620&#8243; color=&#8221;#ffffff&#8221; show_divider=&#8221;off&#8221; divider_style=&#8221;solid&#8221; divider_position=&#8221;top&#8221; hide_on_mobile=&#8221;off&#8221; height=&#8221;200px&#8221; disabled=&#8221;off&#8221; disabled_on=&#8221;||on&#8221; saved_tabs=&#8221;all&#8221; \/][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; fullwidth=&#8221;off&#8221; specialty=&#8221;off&#8221; transparent_background=&#8221;off&#8221; background_color=&#8221;#ffffff&#8221; allow_player_pause=&#8221;off&#8221; inner_shadow=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;off&#8221; padding_mobile=&#8221;off&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;on&#8221; make_equal=&#8221;off&#8221; use_custom_gutter=&#8221;off&#8221; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; prev_background_color=&#8221;#000000&#8243; next_background_color=&#8221;#000000&#8243;][et_pb_row make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;on&#8221; width_unit=&#8221;on&#8221; custom_width_px=&#8221;916px&#8221; use_custom_gutter=&#8221;off&#8221; padding_mobile=&#8221;off&#8221; allow_player_pause=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;off&#8221; make_equal=&#8221;off&#8221; parallax_1=&#8221;off&#8221; parallax_method_1=&#8221;off&#8221; column_padding_mobile=&#8221;on&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_text admin_label=&#8221;HDR &#8211; WHO WE SERVE \/ RETIREMENT PLAN SPONSORS&#8221; use_border_color=&#8221;off&#8221; text_letter_spacing=&#8221;2px&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.2.2&#8243; header_font=&#8221;|300|||||||&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_text_color=&#8221;#809baf&#8221; header_2_font_size=&#8221;30px&#8221; text_letter_spacing_last_edited=&#8221;on|&#8221; header_font_size_phone=&#8221;24px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221;]<\/p>\n<h1 style=\"text-align: left;\"><strong>WHO WE SERVE<\/strong> \u00a0\/ \u00a0RETIREMENT PLAN SPONSORS<\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; RETIREMENT PLAN SPONSORS&#8221; use_border_color=&#8221;off&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.2.2&#8243; header_3_font=&#8221;|700|||||||&#8221; header_3_text_color=&#8221;#809baf&#8221; header_3_font_size=&#8221;18px&#8221; header_2_text_color=&#8221;#809baf&#8221;]<\/p>\n<h2>NAVIGATING CORPORATE RETIREMENT PLANS<\/h2>\n<p>Our goal at Wealth Impact Advisors is to create successful retirement plan experiences for Plan Sponsors and Participants. With our many years of experience in corporate retirement plans, we serve as your company\u2019s advocate \u2013 helping you connect your goals with the resources you need to accomplish them.<\/p>\n<p>We offer comprehensive services for a variety of defined contribution plans, including 401(k) Plans, Profit Sharing or Stock Bonus Plans, 403(b) Plans, Simplified Employee Pension Plans (SEPs), and SIMPLE IRA Plans (Savings Incentive Match Plan for Employees of Small Employers).<\/p>\n<p>Our approach is based on a business model supported by three core pillars: Simplicity, Focus and Balance.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row][et_pb_column type=&#8221;1_3&#8243;][et_pb_image _builder_version=&#8221;3.2.2&#8243; src=&#8221;https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/icon_circlechart_Simplicity.png&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; \/][et_pb_text admin_label=&#8221;BODY &#8211; SIMPLICITY&#8221; use_border_color=&#8221;off&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.2.2&#8243; header_3_font=&#8221;|700|||||||&#8221; header_3_text_color=&#8221;#809baf&#8221; header_3_font_size=&#8221;18px&#8221; header_2_text_color=&#8221;#2386b8&#8243; header_2_font=&#8221;|300|||||||&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><strong>Simplicity:<\/strong> We Do the Work for You<\/h2>\n<ul>\n<li>Evaluate your current retirement plan, including identifying places where you may be paying hidden and unnecessary fees<\/li>\n<li>Vendor benchmarking<\/li>\n<li>Maximize tax benefits<\/li>\n<li>Protect you and your company\u2019s fiduciaries from unnecessary litigation<\/li>\n<li>Monitor your plan investments<\/li>\n<li>Educate and motivate your employees to participate<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243;][et_pb_image _builder_version=&#8221;3.2.2&#8243; src=&#8221;https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/icon_circlechart_Focus.png&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; animation_delay=&#8221;50ms&#8221; \/][et_pb_text admin_label=&#8221;BODY &#8211; FOCUS&#8221; use_border_color=&#8221;off&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.2.2&#8243; header_3_font=&#8221;|700|||||||&#8221; header_3_text_color=&#8221;#809baf&#8221; header_3_font_size=&#8221;18px&#8221; header_2_text_color=&#8221;#27a9b9&#8243; header_2_font=&#8221;|300|||||||&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><strong>Focus:<\/strong> Results, Not Procedures<\/h2>\n<ul>\n<li>Our expertise is in getting you the results you want, without getting you bogged down in complex rules and regulations.<\/li>\n<li>We sit on your side of the negotiating table to find the best retirement plan solution for your company.<\/li>\n<li>Once your plan is implemented, we monitor it regularly to make sure it continues to meet your company\u2019s goals and objectives over time.<\/li>\n<li>That leaves you free to focus on what you do best: running your business.<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243;][et_pb_image _builder_version=&#8221;3.2.2&#8243; src=&#8221;https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/icon_circlechart_Balance.png&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; animation_delay=&#8221;100ms&#8221; \/][et_pb_text admin_label=&#8221;BODY &#8211; BALANCE&#8221; use_border_color=&#8221;off&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.2.2&#8243; header_3_font=&#8221;|700|||||||&#8221; header_3_text_color=&#8221;#809baf&#8221; header_3_font_size=&#8221;18px&#8221; header_2_text_color=&#8221;#185989&#8243; header_2_font=&#8221;|300|||||||&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><strong>Balance:<\/strong> Minimizing Costs; Creating Exceptional Value<\/h2>\n<ul>\n<li>Often, we are able to uncover places where you are paying unnecessary expenses and use that money to reduce your plan\u2019s future expenses and cover other plan fees. If your plan is costing the business more than 1%, we have many options for reducing those fees.<\/li>\n<li>Our Retirement Plan Diagnostic\u2122 is conducted at the outset of our relationship and then, on a regular basis, to determine if there are opportunities for cost savings or program enhancements. This allows us to identify strategies and elements that may have been overlooked or not kept current.<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; specialty=&#8221;off&#8221; background_color=&#8221;#ffffff&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; background_image=&#8221;https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_WHOWESERVE_1B_RETIREMENT.jpg&#8221; disabled=&#8221;off&#8221; disabled_on=&#8221;off|off|&#8221; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; prev_background_color=&#8221;#ffffff&#8221; next_background_color=&#8221;#ffffff&#8221; _builder_version=&#8221;3.2.2&#8243;][et_pb_row background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_divider admin_label=&#8221;Divider &#8211; FOR IMAGE&#8221; global_module=&#8221;619&#8243; color=&#8221;#ffffff&#8221; show_divider=&#8221;off&#8221; divider_style=&#8221;solid&#8221; divider_position=&#8221;top&#8221; hide_on_mobile=&#8221;on&#8221; height=&#8221;350px&#8221; saved_tabs=&#8221;all&#8221; disabled_on=&#8221;||on&#8221;]<\/p>\n<p>\n&nbsp;<\/p>\n<p>[\/et_pb_divider][et_pb_divider admin_label=&#8221;Divider &#8211; FOR IMAGE MOBILE&#8221; global_module=&#8221;620&#8243; color=&#8221;#ffffff&#8221; show_divider=&#8221;off&#8221; divider_style=&#8221;solid&#8221; divider_position=&#8221;top&#8221; hide_on_mobile=&#8221;off&#8221; height=&#8221;200px&#8221; disabled=&#8221;off&#8221; disabled_on=&#8221;||on&#8221; saved_tabs=&#8221;all&#8221;]<\/p>\n<p>\n&nbsp;<\/p>\n<p>[\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; fullwidth=&#8221;off&#8221; specialty=&#8221;off&#8221; transparent_background=&#8221;off&#8221; background_color=&#8221;#ffffff&#8221; allow_player_pause=&#8221;off&#8221; inner_shadow=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;off&#8221; padding_mobile=&#8221;off&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;on&#8221; make_equal=&#8221;off&#8221; use_custom_gutter=&#8221;off&#8221; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; prev_background_color=&#8221;#000000&#8243; next_background_color=&#8221;#000000&#8243;][et_pb_row make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;on&#8221; width_unit=&#8221;on&#8221; custom_width_px=&#8221;916px&#8221; use_custom_gutter=&#8221;off&#8221; padding_mobile=&#8221;off&#8221; allow_player_pause=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;off&#8221; make_equal=&#8221;off&#8221; parallax_1=&#8221;off&#8221; parallax_method_1=&#8221;off&#8221; column_padding_mobile=&#8221;on&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_text admin_label=&#8221;HDR &#8211; OUR PROCESS&#8221; use_border_color=&#8221;off&#8221; text_letter_spacing=&#8221;2px&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.2.2&#8243; header_font=&#8221;|300|||||||&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_text_color=&#8221;#809baf&#8221; header_2_font_size=&#8221;30px&#8221; text_letter_spacing_last_edited=&#8221;on|&#8221; header_font_size_phone=&#8221;24px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221;]<\/p>\n<h1 style=\"text-align: left;\"><strong>OUR PROCESS<\/strong><\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; OUR PROCESS&#8221; use_border_color=&#8221;off&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.2.2&#8243; header_3_font=&#8221;|700|||||||&#8221; header_3_text_color=&#8221;#809baf&#8221; header_3_font_size=&#8221;18px&#8221; header_2_text_color=&#8221;#809baf&#8221;]<\/p>\n<h2>CONNECTING YOUR GOALS WITH RESULTS<\/h2>\n<p>Whether you are seeking cost-effective ways to offer attractive retirement plans to your employees and executives, or wish to optimize your plan\u2019s management and performance, we employ a disciplined six-step process and unique analytical tools to help connect your goals to results.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_toggle admin_label=&#8221;1 Toggle&#8221; title=&#8221;1. RETIREMENT PLAN DIAGNOSTIC&#8221; open=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;]<\/p>\n<p>\nWe help you define your organization&#8217;s benefit plan and investment objectives, and review your existing program using our Retirement Plan Diagnostic.<\/p>\n<p>[\/et_pb_toggle][et_pb_toggle admin_label=&#8221;2 Toggle&#8221; title=&#8221;2. RETIREMENT PLAN DESIGN&#8221; open=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;]<\/p>\n<p>\nBased on our review and analysis, we design the plan. With existing plans, we recommend opportunities for cost savings or benefit enhancements by identifying strategies and elements that may have been overlooked or not kept current.<\/p>\n<p>[\/et_pb_toggle][et_pb_toggle admin_label=&#8221;3 Toggle&#8221; title=&#8221;3. FIDUCIARY SHIELD&#8221; open=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;]<\/p>\n<p>\nWe help you meet your fiduciary responsibilities and control risk by developing a formal Investment Policy Statement. The IPS is based on your plan design and benefit structure, and establishes clear, objective criteria for selecting and monitoring investment managers and asset management strategies.<\/p>\n<p>[\/et_pb_toggle][et_pb_toggle admin_label=&#8221;4 Toggle&#8221; title=&#8221;4. REQUEST FOR PROPOSAL (RFP) MANAGER&#8221; open=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;]<\/p>\n<p>\nWe sit on your side of the negotiating table to walk you through the RFP process. We help you manage the flow of information and analyze and compare proposals to guide you in making informed decisions about providers such as custodians and third-party administrators.<\/p>\n<p>[\/et_pb_toggle][et_pb_toggle admin_label=&#8221;5 Toggle&#8221; title=&#8221;5. EDUCATION EXPERIENCE&#8221; open=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;]<\/p>\n<p>\nWe manage every step of the transition from your current retirement program to your new program. We enroll your employees and educate them about the benefits of their new program. We engage their interest and participation through regular education briefings.<\/p>\n<p>[\/et_pb_toggle][et_pb_toggle admin_label=&#8221;6 Toggle&#8221; title=&#8221;6. WEALTHCARE MONITOR&#8221; open=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;]<\/p>\n<p>\nWe manage the health and welfare of your retirement program over its lifetime, advising you of regulatory changes, program enhancements and investment due diligence. We regularly perform Diagnostic Reviews to continually gauge your program&#8217;s performance in light of changing regulations, market conditions and your company&#8217;s situation.<\/p>\n<p>[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; specialty=&#8221;off&#8221; background_color=&#8221;#ffffff&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; background_image=&#8221;https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_WHOWESERVE_1C_RETIREMENT.jpg&#8221; disabled=&#8221;off&#8221; disabled_on=&#8221;off|off|&#8221; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; next_background_color=&#8221;#ffffff&#8221; prev_background_color=&#8221;#ffffff&#8221; _builder_version=&#8221;3.2.2&#8243;][et_pb_row background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_divider admin_label=&#8221;Divider &#8211; FOR IMAGE&#8221; global_module=&#8221;619&#8243; color=&#8221;#ffffff&#8221; show_divider=&#8221;off&#8221; divider_style=&#8221;solid&#8221; divider_position=&#8221;top&#8221; hide_on_mobile=&#8221;on&#8221; height=&#8221;350px&#8221; saved_tabs=&#8221;all&#8221; disabled_on=&#8221;||on&#8221;]<\/p>\n<p>\n&nbsp;<\/p>\n<p>[\/et_pb_divider][et_pb_divider admin_label=&#8221;Divider &#8211; FOR IMAGE MOBILE&#8221; global_module=&#8221;620&#8243; color=&#8221;#ffffff&#8221; show_divider=&#8221;off&#8221; divider_style=&#8221;solid&#8221; divider_position=&#8221;top&#8221; hide_on_mobile=&#8221;off&#8221; height=&#8221;200px&#8221; disabled=&#8221;off&#8221; disabled_on=&#8221;||on&#8221; saved_tabs=&#8221;all&#8221;]<\/p>\n<p>\n&nbsp;<\/p>\n<p>[\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; fullwidth=&#8221;off&#8221; specialty=&#8221;off&#8221; transparent_background=&#8221;off&#8221; background_color=&#8221;#ffffff&#8221; allow_player_pause=&#8221;off&#8221; inner_shadow=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;off&#8221; padding_mobile=&#8221;off&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;on&#8221; make_equal=&#8221;off&#8221; use_custom_gutter=&#8221;off&#8221; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; prev_background_color=&#8221;#000000&#8243; next_background_color=&#8221;rgba(255,255,255,0)&#8221;][et_pb_row make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;on&#8221; width_unit=&#8221;on&#8221; custom_width_px=&#8221;916px&#8221; use_custom_gutter=&#8221;off&#8221; padding_mobile=&#8221;off&#8221; allow_player_pause=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;off&#8221; make_equal=&#8221;off&#8221; parallax_1=&#8221;off&#8221; parallax_method_1=&#8221;off&#8221; column_padding_mobile=&#8221;on&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_text admin_label=&#8221;HDR &#8211; FOCUSED SOLUTIONS&#8221; use_border_color=&#8221;off&#8221; text_letter_spacing=&#8221;2px&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.2.2&#8243; header_font=&#8221;|300|||||||&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_text_color=&#8221;#809baf&#8221; header_2_font_size=&#8221;30px&#8221; text_letter_spacing_last_edited=&#8221;on|&#8221; header_font_size_phone=&#8221;24px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221;]<\/p>\n<h1 style=\"text-align: left;\"><strong>FOCUSED SOLUTIONS<\/strong><\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; FOCUSED SOLUTIONS&#8221; use_border_color=&#8221;off&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.2.2&#8243; header_3_font=&#8221;|700|||||||&#8221; header_3_text_color=&#8221;#809baf&#8221; header_3_font_size=&#8221;18px&#8221; header_2_text_color=&#8221;#809baf&#8221;]<\/p>\n<p>\nPart of our value to you is our capability to deliver significant resources with focused solutions based on your company\u2019s needs. We offer comprehensive services for a variety of defined contribution plans, including 401(k) Plans, Employee Stock Ownership Plans (ESOPs), Profit Sharing or Stock Bonus Plans, 403(b) Plans, and Simplified Employee Pension Plans (SEPs).<\/p>\n<p>Through our years of experience working with corporate retirement plans, we have acquired a broad-based knowledge of pricing and plan providers across multiple platforms. This enables us to offer a comprehensive suite of services and allows us to guide you in making smart, objective decisions in a wide range of areas, including:<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_toggle admin_label=&#8221;1 Toggle&#8221; title=&#8221;RECORDKEEPING&#8221; open=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;]<\/p>\n<ul>\n<li>Participant-level recordkeeping\/accounting<\/li>\n<li>Employee and employer reports<\/li>\n<li>Tracking investment allocations\/changes and contribution changes<\/li>\n<\/ul>\n<p>[\/et_pb_toggle][et_pb_toggle admin_label=&#8221;2 Toggle&#8221; title=&#8221;TECHNOLOGY SERVICES&#8221; open=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;]<\/p>\n<ul>\n<li>Services that enhance plan efficiency, productivity, understanding and value<\/li>\n<li>State-of-the-art technology<\/li>\n<li>Web-based participant investment tools<\/li>\n<li>Web-based employer tools<\/li>\n<\/ul>\n<p>[\/et_pb_toggle][et_pb_toggle admin_label=&#8221;3 Toggle&#8221; title=&#8221;EMPLOYEE COMMUNICATIONS&#8221; open=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;]<\/p>\n<ul>\n<li>Employee enrollment meetings<\/li>\n<li>Personalized retirement counseling<\/li>\n<li>Materials describing plan design and investing<\/li>\n<li>Enrollment kits<\/li>\n<li>Newsletters<\/li>\n<\/ul>\n<p>[\/et_pb_toggle][et_pb_toggle admin_label=&#8221;4 Toggle&#8221; title=&#8221;COMPLIANCE&#8221; open=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;]<\/p>\n<ul>\n<li>Plan document<\/li>\n<li>Summary plan description<\/li>\n<li>Annual 5500 and pertinent schedules<\/li>\n<li>ERISA Plan audit (if applicable)<\/li>\n<li>Discrimination testing<\/li>\n<\/ul>\n<p>[\/et_pb_toggle][et_pb_toggle admin_label=&#8221;5 Toggle&#8221; title=&#8221;INVESTMENT MANAGEMENT&#8221; open=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;]<\/p>\n<ul>\n<li>All available investment offerings including cash, income, hybrid and equity investments<\/li>\n<li>Open architecture<\/li>\n<\/ul>\n<p>[\/et_pb_toggle][et_pb_toggle admin_label=&#8221;6 Toggle&#8221; title=&#8221;COST ANALYSIS&#8221; open=&#8221;off&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;]<\/p>\n<ul>\n<li>Hard dollar fees (that are a specific amount) &#8211; paid by the employer or employees, including participant recordkeeping, compliance, loan administration, hardship and distribution fees<\/li>\n<li>Soft dollar fees (that are a specific percentage) &#8211; generally paid by employees for investment management expenses and to subsidize some or all of the administrative fees<\/li>\n<\/ul>\n<p>[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][et_pb_row background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_divider color=&#8221;#ffffff&#8221; show_divider=&#8221;off&#8221; divider_style=&#8221;solid&#8221; divider_position=&#8221;top&#8221; hide_on_mobile=&#8221;on&#8221; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;3.2.2&#8243; \/][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; fullwidth=&#8221;off&#8221; specialty=&#8221;off&#8221; background_color=&#8221;rgba(255,255,255,0)&#8221; parallax_method=&#8221;off&#8221; background_image=&#8221;https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_FOOTER.jpg&#8221; custom_padding=&#8221;100px|||&#8221; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; prev_background_color=&#8221;#ffffff&#8221; _builder_version=&#8221;3.0.106&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_overlays_image=&#8221;on&#8221; background_color_gradient_start=&#8221;rgba(0,47,86,0.88)&#8221; background_color_gradient_end=&#8221;rgba(0,47,86,0.6)&#8221; global_module=&#8221;621&#8243;][et_pb_row global_parent=&#8221;621&#8243; 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text_text_color=&#8221;#ffffff&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.0.106&#8243; text_font_size=&#8221;14px&#8221;]<\/p>\n<h2><strong>ARE YOU READY TO GET STARTED?<\/strong><\/h2>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243;][et_pb_button admin_label=&#8221;BUTTON &#8211; GET IN TOUCH&#8221; global_parent=&#8221;621&#8243; button_text=&#8221;GET IN TOUCH&#8221; button_alignment=&#8221;center&#8221; button_use_icon=&#8221;off&#8221; button_text_color=&#8221;#021b2f&#8221; button_border_color=&#8221;#dbdbdb&#8221; button_url=&#8221;https:\/\/www.teamwia.com\/site\/contact-us\/&#8221; _builder_version=&#8221;3.8.1&#8243; background_layout=&#8221;dark&#8221; custom_button=&#8221;on&#8221; button_bg_color=&#8221;#dbdbdb&#8221; button_font=&#8221;|||on|||||&#8221; button_text_color_hover=&#8221;#ffffff&#8221; button_bg_color_hover=&#8221;#021b2f&#8221; button_border_color_hover=&#8221;#dbdbdb&#8221; saved_tabs=&#8221;all&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_text_size__hover=&#8221;null&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover=&#8221;null&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover=&#8221;null&#8221; button_text_color__hover_enabled=&#8221;on&#8221; button_text_color__hover=&#8221;#ffffff&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover=&#8221;null&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover=&#8221;null&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_border_width__hover=&#8221;null&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover=&#8221;null&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover=&#8221;null&#8221; button_border_color__hover_enabled=&#8221;on&#8221; button_border_color__hover=&#8221;#dbdbdb&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover=&#8221;null&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover=&#8221;null&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_border_radius__hover=&#8221;null&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover=&#8221;null&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover=&#8221;null&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover=&#8221;null&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover=&#8221;null&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover=&#8221;null&#8221; button_bg_color__hover_enabled=&#8221;on&#8221; button_bg_color__hover=&#8221;#021b2f&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover=&#8221;null&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover=&#8221;null&#8221;]<\/p>\n<p>\u00a0<\/p>\n<p>[\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row global_parent=&#8221;621&#8243; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;1_2&#8243;][et_pb_text admin_label=&#8221;CONTACT INFO&#8221; global_parent=&#8221;621&#8243; background_layout=&#8221;dark&#8221; background_color=&#8221;rgba(0,0,0,0)&#8221; use_border_color=&#8221;off&#8221; custom_margin=&#8221;0px|0px|0px|0px&#8221; max_width=&#8221;300px&#8221; text_font=&#8221;Arial||||&#8221; text_text_color=&#8221;#fcfcfc&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; text_line_height=&#8221;1.6em&#8221; disabled_on=&#8221;on|on|off&#8221; animation_style=&#8221;slide&#8221; animation_duration=&#8221;500ms&#8221; animation_intensity_slide=&#8221;10%&#8221; show_bottom_space=&#8221;on&#8221; module_alignment=&#8221;center&#8221;]<\/p>\n<p><strong>Wealth Impact Advisors, LLC<br \/><\/strong>E: <span style=\"color: #e8e8e8;\"><a style=\"color: #e8e8e8;\" href=\"mailto:info@teamwia.com\">info@teamwia.com<br \/><\/a><\/span><\/p>\n<p>2735 Crawfis Blvd., Suite 200<br \/>Akron, Ohio 44333<br \/>P: <span style=\"color: #ffffff;\">330.865.3545<\/span><br \/>F: <span style=\"color: #ffffff;\">330.319.8959<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243;][et_pb_text admin_label=&#8221;DISCLOSURE INFO&#8221; global_parent=&#8221;621&#8243; background_layout=&#8221;dark&#8221; background_color=&#8221;rgba(0,0,0,0)&#8221; use_border_color=&#8221;off&#8221; custom_margin=&#8221;0px|0px|0px|0px&#8221; max_width=&#8221;600px&#8221; text_font=&#8221;Arial||||&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.0.106&#8243; text_font_size=&#8221;12px&#8221; animation_style=&#8221;slide&#8221; animation_duration=&#8221;500ms&#8221; animation_intensity_slide=&#8221;10%&#8221; show_bottom_space=&#8221;on&#8221; module_alignment=&#8221;center&#8221;]<\/p>\n<p>Securities offered through Valmark Securities, Inc., Member <span style=\"color: #ffffff;\"><a style=\"color: #ffffff;\" href=\"http:\/\/www.finra.org\" target=\"_blank\" rel=\"noopener noreferrer\">FINRA<\/a><\/span>\/<span style=\"color: #ffffff;\"><a style=\"color: #ffffff;\" href=\"http:\/\/www.sipc.org\" target=\"_blank\" rel=\"noopener noreferrer\">SIPC<\/a><\/span>. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 \u00b7 <span style=\"color: #ffffff;\">(800) 765-5201<\/span>. Wealth Impact Advisors, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n<span class=\"et_bloom_bottom_trigger\"><\/span>","protected":false},"excerpt":{"rendered":"<p>WHO WE SERVE \u00a0\/ \u00a0RETIREMENT PLAN SPONSORS NAVIGATING CORPORATE RETIREMENT PLANS Our goal at Wealth Impact Advisors is to create successful retirement plan experiences for Plan Sponsors and Participants. With our many years of experience in corporate retirement plans, we serve as your company\u2019s advocate \u2013 helping you connect your goals with the resources you [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1015,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-3036","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Retirement Plan Sponsors \u2013 Wealth Impact Advisors \u2013 Northeast Ohio<\/title>\n<meta name=\"description\" content=\"With many years of experience in corporate retirement plans, we serve as your company\u2019s advocate\u2014helping connect you with the resources you need.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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